Lodge annual tax return pack | Tax Report Tasks

TRT-TASK-1002 · Manual task

Greenfield Family Trust

Greenfield Retail · assigned to Michael R.

Ready to completeTask status

5 of 5 receivedDocument status

StoppedNext reminder

Task overview

Schedule values are inherited from the selected Tax Report Type.

TAX-RETURN-ANNUAL

Reporting periodFY 2025-26

Collection start01 Jun 2026

Due date15 Jun 2026

ConfigurationInherited · v2.4

Required document checklist

0 of 5 received · Staff records only whether the customer has supplied each item.

Documents complete

Prior year tax returnRequired · Received 01 Jun 2026Michael R. Income summaryRequired · Received 02 Jun 2026Michael R. Investment statementsRequired · Received 03 Jun 2026Michael R. Private health statementRequired · Received 04 Jun 2026Michael R. Other deductionsRequired · Received 04 Jun 2026Michael R.

Communication & reminders

Occurrences are created from the Tax Report Type default schedule.

Initial document requestSent at collection start · Delivered

Sent

Follow-up reminderStopped · Uses default schedule

Scheduled

Supplementary requestCreated only when missing items are reviewed

Not created

Task email thread

Email is managed in the dedicated Task Email Thread workspace.

Outlook synced

One work conversation for this TaskManaged from the Task Email Thread workspace

Open the thread to review sender, recipients, complete email content and attachments, or continue the conversation.

Open Task Email Thread

Activity history

Mock audit trail for this Task.

Sarah K. marked Bank statements as receivedToday, 08:30

Scheduler created the next reminder occurrenceYesterday, 09:00

System inherited TAX-RETURN-ANNUAL schedule revision v2.4Yesterday, 15:10